| 1 | PALO ALTO NETWORKS INCPANW | 7,35% |
| 2 | AMAZON.COM INCAMZN | 6,97% |
| 3 | ORACLE CORPORCL | 5,11% |
| 4 | ASML HOLDING NV (USD)ASML | 3,56% |
| 5 | FIVE BELOWFIVE | 3,21% |
| 6 | ROPER TECHNOLOGIES INCROP | 3,07% |
| 7 | RAYMOND JAMES FINANCIALRJF | 2,95% |
| 8 | ATI INCATI | 2,78% |
| 9 | QORVO INCQRVO | 2,69% |
| 10 | UNUM GROUPUNM | 2,61% |
| 11 | MONGODB INCMDB | 2,41% |
| 12 | PALANTIR TECHNOLOGIES INC-APLTR | 2,4% |
| 13 | SNOWFLAKE INCSNOW | 2,27% |
| 14 | FIRST SOLAR INCFSLR | 2,18% |
| 15 | TEXAS INSTRUMENTS COM USD1TXN | 2,03% |
| 16 | JAZZ PHARMACEUTICALS PLCJAZZ | 1,8% |
| 17 | INTEL CORPINTC | 1,73% |
| 18 | APPLE INCAAPL | 1,71% |
| 19 | ROKU INCROKU | 1,69% |
| 20 | SANDISK CORPSNDK | 1,69% |
| 21 | TESLA INCTSLA | 1,68% |
| 22 | MEDPACE HOLDINGS INCMEDP | 1,64% |
| 23 | LIBERTY LIVE HOLDINGS-ALLYVA | 1,5% |
| 24 | ARROW ELECTRONICSARW | 1,41% |
| 25 | ROBINHOOD MARKETS INC - AHOOD | 1,37% |
| 26 | PROCTER & GAMBLE CO/THEPG | 1,31% |
| 27 | FREEPORT-MCMORAN INCFCX | 1,25% |
| 28 | MARVELL TECHNOLOGY INCMRVL | 1,24% |
| 29 | DYNATRACE INCDT | 1,22% |
| 30 | LIBERTY MEDIA CORP-FORMULA-CFWONK | 1,22% |
| 31 | ADOBE INCADBE | 1,18% |
| 32 | O REILLY AUTOMOTIVE INCORLY | 1,15% |
| 33 | DRAFTKINGS INC-CL ADKNG | 1,14% |
| 34 | HILTON WORLDWIDE HOLDINGS INHLT | 1,14% |
| 35 | PFIZER INCPFE | 1,13% |
| 36 | META PLATFORMS INC-CLASS AMETA | 0,98% |
| 37 | CAVA GROUP INCCAVA | 0,95% |
| 38 | MICRON TECHNOLOGY INCMU | 0,94% |
| 39 | LAM RESEARCH CORPLRCX | 0,93% |
| 40 | CROWDSTRIKE HOLDINGS INC - ACRWD | 0,89% |
| 41 | EDWARDS LIFESCIENCES CORPEW | 0,84% |
| 42 | ADVANCED MICRO DEVICESAMD | 0,8% |
| 43 | WILLIAMS-SONOMA INCWSM | 0,78% |
| 44 | TOLL BROTHERS INCTOL | 0,77% |
| 45 | KYNDRYL HOLDINGS INCKD | 0,73% |
| 46 | NUTANIX INC-ANTNX | 0,69% |
| 47 | TJX COMPANIES INCTJX | 0,64% |
| 48 | CLEVELAND-CLIFFS INCCLF | 0,61% |
| 49 | UIPATH INC - CLASS APATH | 0,61% |
| 50 | BERKSHIRE HATHAWAY INC-CL BBRK-B | 0,6% |
| 51 | ENTEGRIS INCENTG | 0,53% |
| 52 | NVR INCNVR | 0,51% |
| 53 | TOAST INC-CLASS ATOST | 0,44% |
| 54 | INCYTE CORP LTDINCY | 0,41% |
| 55 | RIVIAN AUTOMOTIVE INC-ARIVN | 0,41% |
| 56 | ALCOA CORPAA | 0,4% |
| 57 | ULTA BEAUTY INCULTA | 0,4% |
| 58 | MICROSOFT CORPMSFT | 0,39% |
| 59 | EAST WEST BANCORP INCEWBC | 0,39% |
| 60 | DUOLINGODUOL | 0,38% |
| 61 | COSTAR GROUP INCCSGP | 0,36% |
| 62 | SPROUTS FARMERS MARKETS LLCSFM | 0,34% |
| 63 | VERTEX PHARMACEUTICALSVRTX | 0,34% |
| 64 | ELI LILLY & COLLY | 0,3% |
| 65 | ABBVIE INCABBV | 0,3% |
| 66 | ROBLOX CORP -CLASS ARBLX | 0,24% |
| 67 | UNITEDHEALTH GROUP INCUNH | 0,24% |
| 68 | SERVICENOW INCNOW | 0,22% |
| 69 | TRADE DESK INC/THE -CLASS ATTD | 0,22% |
| 70 | COSTCO WHOLESALE CORPCOST | 0,22% |
| 71 | DATADOG INC - CLASS ADDOG | 0,22% |
| 72 | DEXCOM INCDXCM | 0,19% |
| 73 | BROADCOM INCAVGO | 0,19% |
| 74 | TELEDYNE TECHNOLOGIES INCTDY | 0,18% |
| 75 | METTLER-TOLEDO INTERNATIONALMTD | 0,17% |
| 76 | MKS INCMKSI | 0,14% |
| 77 | MASTEC INCMTZ | 0,13% |
| 78 | MONOLITHIC POWER SYSTEMS INCMPWR | 0,13% |
| 79 | DROPBOX INC-CLASS ADBX | 0,04% |
| 80 | ALNYLAM PHARMACEUTICALS INCALNY | 0,04% |
| 81 | CELSIUS HOLDINGS INCCELH | 0,02% |
| 82 | NETFLIX INC USDNFLX | 0% |
| 83 | CASH | -0% |